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Wealth Dynamix was crowned ‘Best Technology provider- Front Office’ at the 5th Wealthadviser Awards for the second year running. The award ceremony was held in London on Friday 19th May 2017.
The awards were determined by the votes of Wealth Adviser’s readers, who include wealth managers, IFAs, fund managers, family offices, law firms, accounting forms and other industry experts.
27 January 2026
Wealth Dynamix welcomes Fiske plc as the latest client to go live on its CLMi SaaS platform. Delivered through our strategic integration with Third Financial, the deployment enables Fiske to further enhance its highly personalised client service while leveraging a fully connected, rapid-to-deploy Client Lifecycle Management solution.
3 min. read
26 November 2025
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
3 min. read
25 November 2025
Artificial intelligence is reshaping wealth management, but trust remains firmly rooted in human relationships. As clients adopt AI tools at pace, private banks and wealth managers must strike the right balance between automation, personalisation and transparency. This article explores how AI can strengthen, rather than replace, the advisor–client relationship, the foundations required for safe and effective deployment, and the steps firms must take to scale personalised engagement responsibly.
5 min. read